Workplace Pensions Transitions Analyst

Phoenix Group

Workplace Pensions Transitions Analyst at Standard Life focusing on customer outcomes during unit linked transitions. Supporting complex transition events and collaborating with stakeholders to ensure adherence to requirements.

Posted 7/20/2026full-timeEdinburgh • 🇬🇧 United KingdomMid-LevelSenior💰 £38,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex unit linked transition events while optimizing member experience and managing shareholder risk. Proficient in transition methods and possesses strong analytical skills with advanced Excel capabilities.

Highest-signal resume keywords

Workplace Pensions AdministrationUnit Link Transition PlanningTransition Methods ApplicationAdvanced Excel SkillsInvestment Knowledge Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Unit Link Transition ExecutionData ProvisioningRisk Management FrameworkAnalytical SkillsTransition Event Oversight

Soft Skills

Stakeholder CollaborationCustomer Focus

Industry Keywords

Member Experience OptimizationShareholder Risk ManagementRe-registrationIn SpeciePrefunding

About the role

Key responsibilities & impact

Support large scale and complex unit linked transition events ensuring that member experience is optimised, and shareholder risk is managed.
Work with the aligned transition manager to identify the optimal transition approach for each event, focusing on customer outcomes and shareholder risk.
Oversee the operational activities of each transition event through provision of data, modelling and adherence to a strict risk and controls framework.
Provide SME support to wider business when transitions insight is required.
Work alongside internal stakeholders to ensure transition activity completes as per requirements.

Requirements

What you’ll need

Proven experience of Workplace Pensions, their administration systems and fund structures.
Experienced in the planning and execution of unit link transition events with a focus on ensuring the best outcome for customers.
An in depth understanding of transition methods (re-registration / in specie / prefunding) and experience in the application of these methods.
Strong analytical skills along with advance excel knowledge
An understanding of Investments and a desire to develop a specialist investment knowledge and skills

Benefits

Comp & perks

private medical cover
38 days annual leave
excellent pension
12x salary life assurance
income protection
3x volunteering days